Guggenheim Core Bond-InstGIUSX

13F holders, Q1 2025 (March 31)
1holders
1new positions
0sold out
$16.40avg. 13F price*

At the end of Q1 2025, 1 institutions reported holding Guggenheim Core Bond-Inst (GIUSX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 0 sold out. The largest holder was Ascentis Wealth Management, LLC ($48K).

Company
Guggenheim Core Bond-Inst
CUSIP
40168W624
Latest filing quarter
Q4 2025

History

Number of 13F holders

01 Q2 2024: 1Q2 2024Q1 2025: 1Q1 2025Q4 2025: 1Q4 2025

Total Exit/New Position Q2 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$48K
Exits0$0

All 13F filers, Q2 2024 → Q1 2025: 2,956 shares bought, net +2,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Ascentis Wealth Management, LLC 0.02% New 2,956 $48K

"% of holder's portfolio" is GIUSX's weight in each manager's 13F, not the share of Guggenheim Core Bond-Inst the manager owns.